LSWM
Lorne Steinberg Wealth Management’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,552
| Closed | -$3.9M | – | 70 |
|
|
2024
Q2 | $3.9M | Hold |
9,552
| – | – | 1.26% | 38 |
|
|
2024
Q1 | $4.16M | Buy |
9,552
+30
| +0.3% | +$13.1K | 1.3% | 36 |
|
|
2023
Q4 | $3.22M | Sell |
9,522
-4,840
| -34% | -$1.64M | 1.08% | 46 |
|
|
2023
Q3 | $4.24M | Sell |
14,362
-130
| -0.9% | -$38.4K | 1.63% | 30 |
|
|
2023
Q2 | $4.71M | Sell |
14,492
-115
| -0.8% | -$37.4K | 1.78% | 29 |
|
|
2023
Q1 | $3.96M | Sell |
14,607
-6,420
| -31% | -$1.74M | 1.58% | 35 |
|
|
2022
Q4 | $4.5M | Buy |
+21,027
| New | +$4.5M | 1.94% | 21 |
|
|
2022
Q3 | – | Sell |
-20,972
| Closed | -$3.85M | – | 68 |
|
|
2022
Q2 | $3.85M | Buy |
20,972
+465
| +2% | +$85.3K | 1.81% | 26 |
|
|
2022
Q1 | $4.47M | Buy |
+20,507
| New | +$4.47M | 2.06% | 23 |
|